Trade Desk Attractive Valuation Despite Leadership Concerns

19 days ago

"The next company on my list also benefits from the growth in the advertising industry, especially the digital advertising industry, and that's the Trade Desk, which is also trading near its 52-week low at $38.39. The intrinsic value per share I calculated is just over $65 per share. Interestingly, the Trade Desk stock price is trading near its 52-week low, partly because of competition from Amazon, which is expanding the products and services it's offering that compete against the Trade Desk. Also, a shuffle at the leadership positions near the top of the Tradeesk's leadership team has investors concerned about the company's trajectory and especially their prospects going into 2026."

Even though recent leadership changes and increased competition from Amazon have put pressure on Trade Desk's stock, its valuation remains attractive with an intrinsic value (~$65) well above its current price ($38.39). This suggests a potential buying opportunity as the ad industry continues to grow heading into 2026.

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